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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,875 |
FID INV INST OPS CO1+ years Filed as: FID INV INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $15,870 |
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,887 | $37,039+107.6% | $147,617-47.9% | $59,188+29.9% |
| Participation rate | 44.2% | 63.8%-19.5pp | 84.6%-40.4pp | 69.4%-25.2pp |
| Annual return | 0.37% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,112 | $1,353-17.8% | $5,564-80.0% | $2,098-47.0% |
| Participant deferral / active EE | $1,200 | $2,094-42.7% | $4,895-75.5% | $3,265-63.2% |
| Admin fee / account holder | $40 | $60-33.8% | $11,612-99.7% | $92-56.8% |